DYNAMIC LEADERSHIP
Versatile, hands-on professional offering change management and financial leadership with major technology companies
Innovative, creative style with proven management skills
Highly analytical, with the unique ability to clarify ambiguous situations and transform thought into action
Significant experience in:
Accounting, revenue recognition, compliance
Acquisition due diligence, integration
Business planning, budgeting, forecasting
Contract development, negotiation
Pricing strategy & tactics
Change management, process improvement
EXPERIENCE
2005 Present Enterprise Software Company
Houston, Texas
Key leader of a highly profitable software business, with matrix reporting responsibilities. Drive turnaround in a maturing software segment with analytics that evidence the need for change. Involved in all aspects of financial management, accounting, treasury, planning and pricing in order to achieve short- and long-term operating objectives.
Enact sustainable change with dynamic leadership, business analysis, broad experience and intense focus:
Guide executive team on practices such as pricing, cost structure, investment prioritization and analytics.
Provide metrics-based, proactive analysis of business trends to drive decisions in support of the units goals.
Drove offshore development strategy, resulting in 60%+ labor savings while maintaining quality.
Led migration to subscription pricing closed $50M+ in first year, streamlined back office, and improved sales productivity.
Drive the business planning process, balancing short-term operating requirements with strategic objectives.
Responsible for all financial statements balance sheet, P&L, cash flow including key accounting impacts.
In conjunction with GM, communicated strategy, tactics and results to internal and external stakeholders.
2001 2005 Fortune 50 Diversified Technology Company
Austin, Texas
Senior Manager, Software Pricing
In this senior manager position I am responsible for developing and implementing the worldwide pricing strategy and investment analysis of a $2 billion software business with greater than 100 products. My role is pivotal in formulating special terms, conditions, and pricing in large or unusual transactions because it requires creativity, customer knowledge, and expertise on accounting and contractual issues. My team of six analysts is also responsible for creating investment business cases, recommendations, and measuring financial performance versus those commitments.
Established high-performance team through staff rejuvenation: termination, rotation, recruitment, training, coaching and empowerment of creative talent. Transformed the pricing team to provide thought leadership, creative solutions, and improved analytics around software pricing and its effectiveness.
Managed pricing integration of three acquisitions, from very small to very large. This involved extensive modeling and triangulation of prior customer purchases, competitive pricing, and internal pricing processes to arrive at marketable prices. We were also responsible for managing the worldwide implementation, sales training, and communication of pricing changes and migration processes.
Increased senior management focus on investment business cases and related financial performance through improved credibility and accuracy of business cases, as well as a demonstrated understanding of the operational requirements to deliver on the business cases.
Ensure compliance with corporate and/or regulatory requirements, including Sarbanes-Oxley. Maintain full documentation and audit readiness; help develop fuller understanding with auditors of certain data.
Forecast Coordinator
This senior staff position is responsible for the worldwide forecasting and reporting of a $2 billion software division. This role is the key liaison between the division line teams and the HQ finance and accounting teams that requires a deep understanding of the business, its financial performance, and areas for improvement.
Composed monthly letter to the Chairman on the divisions financial and operating performance, key strategic initiatives and milestones. This involved communication and coordination with all levels of management across all functional areas, and the ability to manage upward effectively to meet stringent deadlines.
Coordinated the financial integration of two acquisitions including the development and management of the operating plans. Worked with accounting to determine purchase price treatment and other non-standard items. Oversaw interim disbursement processes and the shutdown of the legal entities acquired.
Improved forecast accuracy to within one percent through process automation, coordination, and training; delivered on forecast commitments each and every quarter. Coached financial analysts on better forecast techniques and negotiation with the line organization to achieve forecast commitments.
1999 2001 Fortune 50 Computer Hardware Company
Round Rock, Texas
Senior Consultant, Preferred Accounts
This senior staff position was responsible for the financial planning of a $2 billion commercial sales division. In this role I developed and managed the revenue forecasts of all product lines, including related process improvements. The position involved a great deal of cross-functional and executive communication:
When the division separated into three focused sales segments I coordinated the financial segmentation across multiple functions and sales groups. This involved a balance of analytics and internal negotiations with multiple sales directors.
I led a cross-functional team to develop a unified service strategy. This resulted in improved service attach rates, per-unit revenue and profit through creative pricing of service offerings and incentives.
1994 1999 $600M Electronic Commerce Services & Software Company
Dublin, Ohio
Group Manager, Financial Planning & Analysis
Reporting to the Group VP of Finance, this position managed the consolidation and analysis of group results and forecasts. It coordinated four worldwide financial teams, acted as liaison to the HQ teams, and performed all ad hoc projects and analyses for the groups executive team.
Performed financial analysis and due diligence of acquisition candidates; monitored and reported on performance of prior acquisitions. Helped manage the financial integration of acquisitions.
Oversaw and resolved accounting issues, within the group and across the company. In conjunction with the corporate tax managers, developed and reconciled tax reporting process. Supervised commissionaire entries, and developed post-implementation process improvements.
Led functional design and implementation of web-based Executive Information System (EIS), including software vendor selection and negotiation.
Division Manager, Finance & Administration
In this role I was responsible for the financial management of start-up services business within the Commerce Services Group. It involved headcount and revenue planning, pricing, forecasting, and accounting.
Developed service pricing in conjunction with the executive, including third party vendor negotiation.
Developed the financial model for the then-largest services contract in company history, Sterlings first multi-million dollar multi-year outsourcing agreement.
Financial Analyst, Network Services Division
Staff analyst role responsible for the planning and analysis of $100M+ network services business. It involved extensive performance analyses including volume and price performance forecasts, development of operating and capital plans, product profitability and NRV analyses of network and software projects.
1986 1994 Large Retail Company
Atlanta, Georgia
Credit Division Recovery Manager
Promoted to entry level management position upon completion of renowned management development program. The position was responsible for managing a $100M+ credit card recovery portfolio and a staff of 50 hourly employees, including lead and supervisory staff.
Commission Sales Associate
Phoenix, Arizona
Responsible for home electronics sales and support while attending undergraduate program.
EDUCATION
1996 The Ohio State University
Columbus, Ohio
Master of Business Administration, Finance
1992 Arizona State University
Tempe, Arizona
Bachelor of Science, Finance |
